Modern Goals: Behavioural Strategies for Long-Term Success

Managing your clients’ financial goals and keeping them on track with those goals is a key aspect of the adviser/client relationship. But goal-setting is filled with challenges both for advisers and clients. This Morningstar Goal-Setting guide showcases behavioural methods which help in the creation of realistic, meaningful, and achievable goals that benefit advisers and clients alike.

In this report, you will learn:
  • How instilling a sense of self-determination in clients will improve outcomes
  • Why using real-life case studies in the goal-setting process is a must
  • What part mental contrasting can play in keeping clients on the right track
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